Markets, Investing, and Financial Commentary by Jared Dillian
Airlines seen as always close to government support, Jared Dillian notes
Jared Dillian stated that United and other airlines are always at risk of needing an implicit government backstop during a recession. He also criticized the airline's leadership, suggesting that ...
Jared Dillian: Annual Daily Dirtnap conference gathers 140 in Nashville
Jared Dillian reported that his annual Daily Dirtnap conference took place in Nashville this week, drawing about 140 attendees and featuring presenters from the finance field. Dillian described ...
Challenges intelligence in personal finance circles, Jared Dillian writes
Jared Dillian called some people in personal finance "without a doubt, the dumbest people you will come across" and stated that he wrote about the FIRE community in a linked article. He also ...
Jared Dillian: Questions whether ETFs and stock market have reached their peak
Jared Dillian raises questions about the state of the market, asking if ETFs, the stock market, or even civilization itself have reached their peak. He also alludes to increasingly complex and ...
Payroll numbers decline with 66 percent chance of rate hike, Jared Dillian notes
Jared Dillian highlights recent weakness in payroll reports, noting that two consecutive releases have posted disappointing numbers. According to Dillian, the estimate for this week's payroll is ...
Jared Dillian: Surprised Jim Rickards holds only $1 million in gold
Jared Dillian expresses surprise that Jim Rickards reportedly holds only $1 million in gold, commenting that this sum is not significant for someone deeply committed to gold investments. Dillian ...
Pre-ordering portfolio grants $500 subscription deal, Jared Dillian notes
Jared Dillian is offering a special promotion to followers who pre-order 'THE AWESOME PORTFOLIO.' Anyone who shares a screenshot of their pre-order receipt will be eligible to subscribe to The ...
Jared Dillian: Focused on profits from buybacks while others comment on bond market
Jared Dillian commented on missing all the bond market discussions taking place on X, noting that instead of engaging in commentary, he was occupied with making money from buybacks. Dillian ...
Lower 28 percent collectibles tax on gold, Jared Dillian states
Jared Dillian calls for a reduction in the 28 percent collectibles tax, highlighting that he holds significant capital gains in gold. His comment underscores a concern among investors about the ...
Jared Dillian: Shift to web-based Quickbooks raises cost and adds ads
Jared Dillian criticizes the move from a desktop to a web-based version of Quickbooks, noting a cost increase from $199 for the desktop software to $123 a month for the online platform. Dillian ...
Release of Awesome Portfolio expected to drive retirement investment discussions, Jared Dillian notes
Jared Dillian announced that the Awesome Portfolio will be released one month from today. He expressed hope that its arrival will trigger a vigorous discussion on approaches to investing for ...
Jared Dillian: Recent four-day price action lacks pullbacks
Jared Dillian observes that the price action over the past four days has been characterized by an impulsive move higher with no downticks. According to Dillian, this recent behavior does not ...
Yield curve control is not imminent but expected eventually, Jared Dillian notes
Jared Dillian addresses recent comments regarding yield curve control following moves in the bond market. Dillian suggests that while this policy is still some distance away, it is becoming ...
Jared Dillian: New product launch could disrupt financial advisor industry in 47 days
Jared Dillian states that a new product will be released in 47 days and suggests that, if successful, it could put every financial advisor out of business. Dillian highlights the potential impact ...
Investors shift focus from gold to oil, Jared Dillian notes
Jared Dillian observes that many investors are attempting to catch an oil market rebound while simultaneously leaving gold investments. Dillian highlights the contrasting behaviors of market ...
Jared Dillian: Bonds remain significantly underowned in portfolios
Jared Dillian questions how many investors actually have a meaningful bond allocation in their portfolios. He observes that bonds are currently very underowned, especially within the classic 60/40 ...
Proshares sought Lehman approval for leveraged ETFs in 2004, Jared Dillian notes
Jared Dillian recalls that in 2004, representatives from Proshares visited Lehman with a proposal to have him sign up as an authorized participant for their planned leveraged exchange-traded funds ...
Jared Dillian: Stocks could move rapidly while bonds appear attractive
Jared Dillian believes that stocks may experience significant volatility in the near future. He compares the current opportunity in bonds to a similar moment in October 1987, suggesting they are a ...
Deficit-to-GDP ratio at 6% today versus 12% in 2010, Jared Dillian notes
Jared Dillian highlights changes in the U.S. deficit-to-GDP ratio, noting it stands at 6% today compared to 12% in 2010 and 3% in 2015. He points out that while concerns over insolvency persist, ...
Jared Dillian: Financial innovator died with $20 million after advocating for modest earnings
Jared Dillian comments that a key figure behind what he calls the most important financial innovation of the 20th century died with $20 million. Dillian emphasizes that this sum is in millions, ...
Market was up 40 percent leading to August 1987 peak, Jared Dillian notes
Jared Dillian, industry influencer, references historical market data from 1987 to provide insight into his current thinking on financial markets. He points out that while the 1987 crash is widely ...
